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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,615 | $75,962-33.4% | $154,108-67.2% | $64,173-21.1% |
| Participation rate | 25.0% | 70.4%-45.4pp | 83.0%-58.0pp | 69.6%-44.6pp |
| Annual return | 13.52% | 30.32%-16.8pp | 735.21%-721.7pp | 7.63%+5.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,349 | $3,175-57.5% | $5,081-73.5% | $3,470-61.1% |
| Admin fee / account holder | $351 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |